Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Kevin Rhodes (CRD# 1907761) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orefield, PA and has over 19 years of experience in the finance industry. Kevin Rhodes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Leo Furlong (CRD# 1764925) is an Investment Advisor Representative working at Investors' Choice Advisory Services, LLC in Orefield, PA and has over 29 years of experience in the finance industry.
Vincent Jones (CRD# 6349390) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orefield, PA and has over 2 years of experience in the finance industry.
-Graduated from Bloomsburg University- 2010
-State securities and insurance licenses obtained during and shortly after graduating from Bloomsburg University- 2009 and 2010
-Received and maintains CFP® designation (CERTIFIED FINANCIAL PLANNER)- 2014
-Received and maintains the IRS Annual Filing Season Program (AFSP)- 2014
-Received and maintains ChFC® designation (Chartered Financial Consultant) from the American College- 2015
Douglas Kaufman (CRD# 5679680) is an Investment Advisor...
Devon began his career as a financial advisor for UBS PaineWebber in 2001 and joined Merrill Lynch in 2014. He holds Series 7 and 66 FINRA registrations. His process is focused on providing goals-based wealth management to clients. He helps clients review and consider financial goals, develop appropriate asset allocation strategies, and identify and implement wealth management recommendations best suited to their needs. Devon’s goal is to be an essential resource to his clients.
Devon is a graduate of Miami University in Oxford, Ohio. He and his wife, Deena, have two young daughters, and reside...